Angle Auto Finance

Use Angle Interface to submit credit application to Angle Auto Finance (https://www.angleauto.com.au/) for Novated quote in system.

Applications created in Quotes / Finance tab with Apply button. Catch-e fields mapped to specified Angle Interface fields to enable this.

Driver Assets and Liabilities must be entered in Drivers / Assets & Liabilities tab for use in application process.

Apply Button

Apply button becomes available only if following conditions met:

• Angle Interface set-up in system

• User given access by System Administrator

• Quotes / Contract Type Code / Group is 'Novated'

• Quotes / Contract "Driver ID" populated (quote linked to driver)

• Quotes / Finance "Financier" set-up with Suppliers / Account "Interface Type" = 'angle'

Application Outcomes and Troubleshooting

When clicking Apply button, checks performed and alerts may display. Check "Application Status" field and Quotes / Events for application result.

Alert Messages and Troubleshooting

Angle Application Event and PDF

If application passed to Angle, response and Request recorded in quote event type 'Angle Application'.

If application initially failed, multiple events created: one for each application send and response from Angle Finance.

Each event has PDF attachment containing response. Use PDF information to diagnose issues when application fails.

PDF Contents

• Summary Details: quote application information and statuses, includes Application Id if successful

• Response:

  • Successful: shows Application Id

  • Failed or partially successful: shows list of errors related to submission

• Request: JSON file content submitted to Angle Finance

Interface Setup Overview

Angle Interface submitted via Quotes / Finance tab using Apply button and updated using Resubmit button.

Page summarises various flags and tables in Catch-e requiring setup and data population to enable Angle Interface.

Contact Account Manager to implement this interface.

Get an Angle API Account

Angle Interface setup by arrangement with Angle Auto Finance and Catch-e.

Setup Steps

1. Contact Relationship Manager at Angle Auto Finance to request API credentials

2. Angle Auto Finance sends account and credentials to you and Catch-e within 3 business days

3. Catch-e sets-up account in Staging for UAT and advises you and Angle Relationship Manager

4. Contact Catch-e to confirm UAT complete and ready for Live

5. Catch-e configures Live system and confirms when ready for use

Supplier / Financier Settings

Visit Financier page and follow general steps required to set-up financier.

Interface Type

Suppliers / Account "Interface Type" set as 'angle'.

Financier Posting Map Defaults

Process page: Create default quote fees for Financier by Contract Type

• Enter default fees and preferences in Setup / Reference Data 'qt_financier_posting_map_defaults' table

• If 'Account Keeping Fee Novated' charged, populate this table

• Store GST Exclusive value of fee in "Fee" field

• Quotes validated against Angle's stored fee on application

• Failed message returned if fee does not match Angle's set fee

User Signons

Each user must be set-up to submit Angle Auto Finance application.

User Setup Steps

1. Enter User Login in System / Users screen

2. Go to "Logins" tab

3. Populate fields:

   • Service: Angle

   • Login: Leave Blank

   • Password: Leave Blank

   • Status: Active

Credentials

Angle may supply required credentials to you directly or to Catch-e on your behalf.

Setup details documented below. Set-up yourselves or ask Account Manager to assist.

Originator Record

Records stored as standard entries in [gb_originators] table.

Originator must be selected from Quotes / Finance Finance Application "Originator" field drop list.

Angle Auto Finance provides Program Details used to set-up originator records.

Use Import Table Data feature to upload originator records or Account Manager can set up.

Originator Record Structure

Global Controls

Global controls configure Angle Finance Application credentials and contact details.

angleapicontact_details

Note: If control left blank, fields above not included in Angle Auto Finance applications.

angleapicredentials

Store credentials supplied by Angle Interface Setup here. Details must be populated and encrypted.

Note: If experiencing interface connectivity issues, confirm credentials with Angle Auto Finance Account Manager first. If issues cannot be resolved with Angle Auto Finance, contact Catch-e for assistance.

angleoauthcredentials

Store OAuth credentials supplied by Angle Finance here. All fields must be populated and encrypted.

Note: If experiencing interface connectivity issues, confirm credentials with Angle Auto Finance Relationship Manager first. If issues cannot be resolved with Angle Auto Finance, contact Catch-e for assistance.

Review Interface Mappings

Fields where choices available in Catch-e not exact match for Angle system require translation records.

Translation enables valid selections in application with name used in Angle system.

Example: Insurer Name in Catch-e 'ABC Insurance', value Angle requires 'ABC'.

Translation tables contain default set of records meeting Angle requirements at interface development time.

Refer Angle Mapping page for details.

Default Mappings Reference

Set-up Queries for Catch-e Staff

Selections and Data Checks

select * from gb_controls where name LIKE '%data_source_default%'; 

Check if client using Glasses or RedBook data.

select * from fm_suppliers where interface_type = 'angle'; 

Return one record or modify query below.

select * from gb_originators; select * from gb_unique_ids where table_name = 'gb_originators'; 

Create New Originator

START TRANSACTION; -- Unique Selections select @originator_id := unique_id from gb_unique_ids where table_name = 'gb_originators'; select @supplier_id := supplier_id from fm_suppliers where interface_type = 'angle'; select @originator_code := 'client number'; -- Up to 10 characters select @user_code := 'client application'; -- Up to 10 characters select @originator_description := 'Program Name'; -- Up to 50 characters -- Create New Originator INSERT INTO gb_originators (originator_id, supplier_id, originator_code, user_code, description) VALUES (@originator_id, @supplier_id, @originator_code, @user_code, @originator_description); SELECT @next_id := MAX(originator_id) + 1 from gb_originators; REPLACE INTO gb_unique_ids VALUES('gb_originators', @next_id); COMMIT; 

Review New Record

select s.supplier_code, s.name, o.originator_code as 'client number', o.user_code as 'client application', o.description as 'Program Name' from gb_originators as o inner join fm_suppliers as s on s.supplier_id = o.supplier_id and s.interface_type = 'angle'; 

Notes

• Angle Interface requires proper setup at multiple system levels: credentials, user access, originator records, financier settings

• All credentials encrypted in system

• Field mappings enable Catch-e and Angle system field values to align

• PDF attachments in quote events essential for troubleshooting failed applications

• Driver Assets and Liabilities data critical for application success

• Contact Angle Auto Finance Relationship Manager for credential issues

• Contact Catch-e Account Manager for setup assistance and general implementation